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Disclosery

Corient Private Wealth LP: SHYG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on SHYG, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 20,194 SHYG shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 20,194 shares
    Change vs previous 13F -28 shares

    <0.01% of the 13F portfolio, value $856,428.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,222 shares
    Change vs previous 13F +370 shares

    <0.01% of the 13F portfolio, value $843,116.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 19,852 shares
    Change vs previous 13F +874 shares

    <0.01% of the 13F portfolio, value $851,041.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,978 shares
    Change vs previous 13F +107 shares

    <0.01% of the 13F portfolio, value $821,754.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 18,871 shares
    Change vs previous 13F -11,478 shares

    <0.01% of the 13F portfolio, value $814,086.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,349 shares
    Change vs previous 13F +961 shares

    <0.01% of the 13F portfolio, value $1,290,421.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,388 shares
    Change vs previous 13F -122,403 shares

    <0.01% of the 13F portfolio, value $1,252,239.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 151,791 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,590,780.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).